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Insurance Invoice for New Zealand

Insurance Invoice Template for New Zealand

A New Zealand insurance invoice is a formal financial document issued by an insurance provider to a policyholder, detailing premium charges and related costs for insurance coverage. It complies with New Zealand's GST requirements and insurance regulations, including the Insurance (Prudential Supervision) Act 2010 and the Goods and Services Tax Act 1985. The document provides a comprehensive breakdown of premium components, applicable taxes, payment terms, and policy details, serving both as a tax invoice and a record of insurance coverage terms. It includes all necessary elements required by New Zealand law for financial reporting and tax purposes, while providing clear information about the insurance service being billed.

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What is a Insurance Invoice?

An Insurance Invoice is a fundamental document in the New Zealand insurance industry, serving as both a formal request for payment and a tax-compliant document under New Zealand law. It is typically issued when a new insurance policy is established, renewed, or modified, and must comply with the Insurance (Prudential Supervision) Act 2010 and GST regulations. The document includes essential information such as premium calculations, GST components, policy details, and payment terms. It's used across various insurance types including property, liability, life, and health insurance, and must meet specific requirements for electronic transactions when issued digitally. The invoice serves as a critical record for both the insurer's financial reporting and the policyholder's tax and accounting purposes, while also providing transparency about the insurance services being charged.

What sections should be included in a Insurance Invoice?

1. Invoice Header: Contains the insurer's details, GST number, invoice number, and date

2. Client Information: Policyholder's name, address, and client reference number

3. Policy Details: Policy number, type of insurance, and period of coverage

4. Premium Breakdown: Itemized list of premium components, including base premium, GST, and any other charges

5. Payment Information: Total amount due, payment due date, and accepted payment methods

6. GST Statement: Required GST information including GST registration number and GST amount

7. Contact Information: Insurer's contact details for queries or support

What sections are optional to include in a Insurance Invoice?

1. Policy Changes: Details of any changes to the policy affecting the premium, used when there are mid-term adjustments

2. Broker Details: Information about the insurance broker, included when the policy is broker-managed

3. Installment Schedule: Breakdown of payment installments if premium is paid in multiple parts

4. Discounts Applied: List of any applicable discounts or loyalty benefits

5. Previous Balance: Information about any outstanding amounts from previous invoices, used for renewal invoices

6. Policy Endorsements: Details of any endorsements affecting the premium, included when policy has been modified

What schedules should be included in a Insurance Invoice?

1. Premium Calculation Schedule: Detailed breakdown of how the premium was calculated, including risk factors and ratings

2. Tax Schedule: Detailed breakdown of various tax components including GST and other applicable levies

3. Payment Schedule: Detailed payment plan if premium is paid in installments

4. Coverage Schedule: Summary of insurance coverage details referenced in the invoice

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

New Zealand

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions





























Clauses
















Relevant Industries

Insurance

Financial Services

Banking

Healthcare

Real Estate

Construction

Manufacturing

Retail

Transportation

Professional Services

Agriculture

Marine

Aviation

Relevant Teams

Finance

Accounts Receivable

Underwriting

Compliance

Risk Management

Customer Service

Operations

Administrative Support

Sales

Legal

Tax

Audit

Insurance Operations

Relevant Roles

Insurance Underwriter

Account Manager

Financial Controller

Accounts Receivable Clerk

Insurance Broker

Compliance Officer

Risk Manager

Finance Manager

Insurance Administrator

Claims Manager

Policy Administrator

Business Development Manager

Chief Financial Officer

Accounts Manager

Tax Accountant

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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